Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 500 Index Fund N/R in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PTC ALLIANCE LLC PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN | WEXFORD PA | 653 | $49.8M | $6.6M |
| 2 | PTC ALLIANCE LLC PTC ALLIANCE LLC 401(K) PLAN | WEXFORD PA | 636 | $56.8M | $5.3M |
| 3 | DEARING COMPRESSOR & PUMP COMPANY DEARING COMPRESSOR & PUMP COMPANY 401(K) SAVINGS & RETIREMENT PLAN |
YOUNGSTOWN OH |
| 191 |
| $25.6M |
| $910K |
| 4 | EVEREST GROUP HOLDINGS LLC EVEREST GROUP HOLDINGS LLC 401(K) PLAN | WEXFORD PA | 276 | $8.4M | $656K |
